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ConveyancingBrain

Cashback Remortgages User Guide

Cashback Remortgages User Guide This User Guide explains how you can place a cashback remortgage instruction with ease. Follow the steps below to complete a simple conveyancing quotation: 1. Log in to your account on www.conveyancingbrain.co.uk 2. Hover your curser over the tab named ‘Residential/BTL Quote’ 3. Select ‘Cash Back Re-Mortgage’ for residential properties or ‘Cash Back Re-Mortgage BTL’ for Buy to Let properties

ConveyancingBrain - Cashback Remortgages User Guide - November 2018

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4. Complete the relevant fields, remembering to match the cashback from the Lender in the drop down box, select the correct mortgage Lender and click Calculate:

5. You can view the referral fee structure on the same page below:

6. The quotation results will appear on the page, all with total costs matching the selected amount of cashback. Click on ‘View/Save/Instruct’ on the right hand side to view the illustration:

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ConveyancingBrain - Cashback Remortgages User Guide - November 2018


ConveyancingBrain

Cashback Remortgages User Guide 7. Ensure all of the details you have entered are correct. Download / print the quotation to provide to your client(s):

8. Review the General Terms & Conditions on the illustration 9. Click ‘Place Instruction’ if your client wishes to proceed immediately or instruct from your Saved Quotes at a later date 10. Complete your client’s details on the instruction form and click instruct to submit the case to your chosen Solicitor (see ConveyancingBrain How To Guide for further information on instructing cases)

ConveyancingBrain - Cashback Remortgages User Guide - November 2018

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ConveyancingBrain - Cashback Remortgages User Guide  

This User Guide explains how you can place a cashback remortgage instruction with ease.

ConveyancingBrain - Cashback Remortgages User Guide  

This User Guide explains how you can place a cashback remortgage instruction with ease.